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ANALYSIS

Commodity markets are kind of like a soap-opera where there is no beginning or end to the story. Market analysis is ongoing too. Below are some examples of material covered. Please click here for more information. I'd be happy to send you a specific research report.


November 2018
01: Oats Update
02: Politics at Work Again - An Opinion
05: Prairie Weather & Harvest
06: India Weather Discussion
07: Barley Update
07: India Weather Volatility Begins
08: USDA Report Thoughts
10: More Big Picture Thoughts
13: Western Canada Crop Quality Wrap
14: Canola – Here’s a Sign of Relative Supply Abundance


October 2018
01: Bleak India Pulse Import Recovery This Year
02: Comment Harvest Progress, Quality, Market Implications
02: Malt Barley Q & A
02: Oats Q & A
02: Canola Question and Answer
03: Understanding Concept of Market Ready Supply Marketing
04: Tunisia Buys Durum - A Discussion
04: Attribute Markeing (with 1 page wheat outlook)
06: 5 Year History of India Pulse Policy
07: Weekend Observation (Harvest, Oats, Canola)
10: More Q and A (Soy, Canola, Canary, Marketing)
11: Important Weather Map
11: USDA Report - The tiny bit that caught my eye
13: Urea and Nitrogen Update
14: Durum Observation
16: El Nino Discussion
16: Notes (Canola, Peas, Wheat)
21: Harvest Update - Evolving Implication Assessment
22: Feed Grain Discussion
22: Prairie Weather Pattern Change starts in about 10 Days
23: Sales Recap - A Fat Pencil Guideline
23: India Pulse Glyphosate
25: The Reality Report
30: Marine Shipping Change and Diesel
31: Saggy Oilseeds - Canola’s Problem is Soybeans


September 2018
01: Stat Can Follow-up with Outlook Comments
03: Comment on Frost/Freeze Event Next 2 Nights
05: Oilseed Demand Dilemma in 2 Months
06: A Look at Residual from Todays Stat Can Report
06: Updated Select Canada Supply Demand
07: Currency Chaos - Observation as it relates to our Ag space
07: Late Friday Thoughts
11: India Observation
12: USDA Report - Important Stuff that Caught My Eye in first hour
12: Feed Barley Update
13: Question and Answer (urea, soy, wheat, durum, chickpeas, canary)
13: Wheat - reiterating risk-reward guidance
14: Comments on Sask Durum Lentil Pea Quality
15: Question & Answer (wheat, durum, canola)
16: Comment on Harvest Progress and Pending Weather
17: Tunisia Buys Durum
18: Canola Perspective
19: Highlights Stat Can Model Based Report
20: Soybean Q & A
21: Durum Recap 1 Pager
21: Maintaining Glass Half Full Attitude Crucial During Transition
23: If Canada 2019 Planting Happened Today
30: Sunday Notes (Oats, Urea, Weather)


August 2018
02: Wheat Observation
02: Outlook Summary and Assumption
02: Over-Thinking
04: Wheat Q & A
05: More Q & A
06: Relevance of Upcoming Week Prairie Weather
08: Q & A, Observation
10: Urea Update
10: Highlights USDA Report
13: Chickpea Note
14: Barley Update
16: Durum and Wheat Note
18: Pulse Outlook Simplified
21: How to Assess if Taking Elevator Wheat Basis has Merit
21: Observations
23: Rapid Sentiment Shift - All or None
24: Durum Update
25: How it Gets Statistically Messy
27: Why Selling Feed Barley is an Okay Choice
29: Pea Observation
29: Random News Flow
30: What might StatCan say tomorrow,
30: Pea Update - It lasted one day
31: Preliminary Observation Stat Can









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